Should I choose Agentforce Record Insights or XfilesPro: Advanced File Management & External Integration for Salesforce?

AppRanks cannot separate these two on rating, because neither publishes one. XfilesPro: Advanced File Management & External Integration for Salesforce does carry the larger published review base (200 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Agentforce Record Insights or XfilesPro: Advanced File Management & External Integration for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. XfilesPro: Advanced File Management & External Integration for Salesforce has the deeper published review base (200 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Agentforce Record Insights typically suits early-stage and growth-mode teams based on its published review base (0 reviews). XfilesPro: Advanced File Management & External Integration for Salesforce typically suits early-stage and growth-mode teams based on its published review base (200 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Can I migrate data between Agentforce Record Insights and XfilesPro: Advanced File Management & External Integration for Salesforce?

Migration support varies by app and category. Agentforce Record Insights and XfilesPro: Advanced File Management & External Integration for Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Agentforce Record Insights" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Agentforce Record vs XfilesPro: Advanced — Salesforce

Agentforce Record Insights vs XfilesPro

Side-by-side comparison · 24 data points

Agentforce Record Insights

No rating yet

Agentforce Record Insights lets your users have a conversation with any Salesforce record. It automatically discovers fields, supports multi-turn chat, and can compare up to five records side by side. User Guide:http://sfdc.co/ccDHFf

salesforcefree

Change

1. Listing metadata

Field-level data

	Agentforce Record Insights	XfilesPro
Tagline	“Agentforce Record Insights lets your users have a conversation with any Salesforce record. It automatically discovers fields, supports multi-turn chat, and can compare up to five records side by side. User Guide:http://sfdc.co/ccDHFf”233 chars	“Integrate SharePoint, Amazon S3 (AWS S3), Google Drive & OneDrive with Salesforce for secure document management, external file storage, and lower storage costs. Start your free 7-day trial and experience seamless file management.”231 chars
Description	561 / 2000 chars28% used	1199 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Salesforce Labs	XfilesPro Labs Pvt Ltd
Listed	April 10, 2026

At a glance

8 metrics · auto-computed

Feature comparison between Agentforce Record Insights and XfilesPro: Advanced File Management & External Integration for Salesforce
Metric	Agentforce Record Insights	XfilesPro: Advanced File Management & External Integration for Salesforce
Rating	—	5.0 ★
Total reviews	0	200
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	1 tier
Listed features	7	★ 9
Languages	1 supported	1 supported
Listed since	Apr 2026	Dec 2013

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, XfilesPro: Advanced File Management & External Integration for Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Agentforce Record Insights's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Agentforce Record Insights offers a free tier (free) while XfilesPro: Advanced File Management & External Integration for Salesforce starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

XfilesPro: Advanced File Management & External Integration for Salesforce has the larger user base (200 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Agentforce Record Insights's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to XfilesPro: Advanced File Management & External Integration for Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — Agentforce Record Insights's 0-review base may include the workflow context that matches your specific use case better than XfilesPro: Advanced File Management & External Integration for Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Agentforce Record Insights audit • XfilesPro: Advanced File Management & External Integration for Salesforce audit

Last updated	—	—

3. Features

As listed by each developer

Agentforce Record Insights

Zero-Config Field Discovery — Automatically detects available fields and organizes them by category using Schema Describe APIs. Works across standard and custom objects.
Relationship Traversal — Walks parent and child relationships up to three levels deep. Users control which related objects to include and how far to go.
Multi-Turn Conversation — Persistent chat with full conversation history. Ask follow-up questions without re-explaining context.
Cross-Record Comparison — Select two to five records of the same type and get AI-powered side-by-side analysis with prioritization recommendations.
User-Controlled Context — Toggle field categories, related objects, and traversal depth on the fly. A live token estimate shows prompt size before sending.
Suggested Follow-Ups — Optional AI-generated follow-up questions after each response keep the conversation moving.
Model Selection — Choose from available Salesforce Models API providers including Google Gemini, OpenAI GPT, Anthropic Claude, Amazon Nova, and NVIDIA Nemotron. Automatic fallback if a model is unavailable.

XfilesPro

SharePoint Integration+AWS S3, Google Drive & OneDrive Integrate SharePoint & other cloud storage like Amazon S3, Google Drive, and OneDrive for file storage. Manage documents within Salesforce, enable bi-directional sync, and reduce storage costs.
AI-Powered Salesforce Document Management Centralize document management across Salesforce, SharePoint, Amazon S3, Google Drive, and OneDrive with AI-powered organization, intelligent search, smart tagging, and version control.
Automate Folder Creation post SharePoint Integration Automatically create folders & subfolders in SharePoint, Amazon S3, Google Drive & OneDrive for Accounts, Cases, and custom Salesforce objects.
Enterprise Document Security & Governance Secure files in SharePoint, Google Drive, AWS S3 & OneDrive with role-based permissions, folder security, password-protected sharing, audit trails, expiring links, & enterprise governance controls.
Automatically Upload Salesforce Files to SharePoint Automatically upload files & email attachments to SharePoint, Google Drive, AWS S3, and OneDrive. Keep records synchronized while improving accessibility and reducing Salesforce storage costs.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Agentforce Record Insights	XfilesPro
file management	Not ranked	#1
sharepoint	Not ranked	#1
s3 google	Not ranked	#1
turn	#7	Not ranked
control the objects	#7	Not ranked

7. App details

Long-form description · keyword frequency

Agentforce Record Insights

Agentforce Record Insights brings AI-powered conversational analysis directly into any Salesforce record page — no prompt templates, no configuration. Drop the component onto a page and it automatically discovers available fields and relationships, letting users ask questions about their CRM data in natural language. It goes beyond basic summaries by traversing related records, enabling multi-turn conversations, and comparing up to five records side by side — all grounded in live data and fully respecting your org's sharing rules and field-level security.

Top keywords

data2×2.53%
page2×2.53%
record2×2.53%
records2×2.53%
side2×2.53%

XfilesPro

XfilesPro is an AI-powered Salesforce SharePoint Integration and document management solution that helps Salesforce teams integrate Salesforce with Microsoft SharePoint, AWS S3, Google Drive, & OneDrive for secure external file storage. Automatically create SharePoint, AWS S3, Google Drive, & OneDrive, upload & sync Salesforce files, manage SharePoint files, and collaborate securely - all without leaving Salesforce. Trusted by 1,000+ customers and backed by 16+ years of Salesforce expertise, XfilesPro helps organizations reduce Salesforce file storage costs, automate document management, and build a centralized SharePoint document repository with enterprise-grade security, compliance, and AI-powered search. Built for Sales Cloud, Service Cloud, Experience Cloud, Field Service, and custom Salesforce applications, XfilesPro delivers a seamless document management experience across every business process. Why XfilesPro? ✔ AI-Powered Salesforce Integration ✔ Supports SharePoint, Google Drive, OneDrive & AWS S3 ✔ 1,000+ Customers Worldwide ✔ 15+ Years of Salesforce Expertise ✔ Enterprise Security, Compliance & Audit Trails ✔ Reduce Salesforce Storage Costs with External File Storage

Top keywords

salesforce11×7.33%
sharepoint6×4.00%
document4×2.67%
storage4×2.67%
xfilespro4×2.67%
ai-powered3×2.00%
aws3×2.00%
aws s33×2.00%
cloud3×2.00%
document management3×2.00%
drive3×2.00%
drive onedrive3×2.00%

Agentforce Record Insights vs XfilesPro

Agentforce Record Insights

1. Listing metadata

XfilesPro

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Agentforce Record Insights · 0 changes

XfilesPro · 8 changes

7. App details

Frequently asked

Is Agentforce Record Insights or XfilesPro: Advanced File Management & External Integration for Salesforce cheaper?

Should I choose Agentforce Record Insights or XfilesPro: Advanced File Management & External Integration for Salesforce?

Which is faster to set up, Agentforce Record Insights or XfilesPro: Advanced File Management & External Integration for Salesforce?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Agentforce Record Insights and XfilesPro: Advanced File Management & External Integration for Salesforce?